Jeffrey LoehnisCRD Number: 1405840
Current Firm: Hamilton Capital Management Inc.
Jeffrey Loehnis (CRD# 1405840) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 31 years of experience in the finance industry. Jeffrey Loehnis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Hamilton Capital Management, Inc.||Columbus, OH||Apr 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
Total Assets Under Management1,545MILLIONS
Total Number of Accounts4,605ACCOUNTS
Average Account Value$335,545
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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